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Customer experience | Sales, Customer Insights,...
Suggested Answer

Sorting of Funnel chart on the business process for a dashboard

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I have an existing funnel chart on a dashboard that is sorting the stages of the business process in the wrong order. How do I define the order the stages should be in? 

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  • lefmapeach Profile Picture
    15 on at

    A funnel chart will automatically order the stages with the one having the more $ or # on top, then funneling down to the one that has less. Maybe the funnel chart is not the best display for what you're trying to achieve.

  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi Sandi,

    We can manually add the xml code to sort it in ascending alphabetical order by stage name.

    For example, the chart's category is ‘status’.

    pastedimage1573540148986v5.png

    The steps are 1) export the chart, 2) add the sort code line, and 3) import the chart.

    pastedimage1573540201936v6.png

    Add <order alias="stepname" ascending="true" /> between <entity name=...> and </entity>.

    Annotation-2019_2D00_11_2D00_12-143409.jpg

    pastedimage1573541099086v7.png

    It will be sorted in ascending alphabetical order by category label. (L > O > W)

    pastedimage1573541126810v8.png

    If your stage is not in alphabetical order by name, then I recommend that you add a first letter for the stage name, such as 1-Qualify, 2-Develop, so that the stages can be arranged in the order you want.

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